CAPITAL ADVANTAGE, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 108985). Regulatory assets under management: $1.3B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Taylor Francis | DIRECTOR OF INVESTMENT MANAGEMENT; OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | San Francisco, CA |
| John Sterrett Hayman | PRESIDENT; TRUSTEE | — |
| Dawnalizabeth Henke | OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | Walnut Creek, CA |
| Donna Lewis Zinman | SENIOR FINANCIAL ADVISOR; TRUSTEE | — |
| Colin Francis Taylor | OWNER / DIRECTOR OF INVESTMENT MANAGEMENT | — |
| Ian Ashley Castille | SENIOR FINANCIAL ADVISOR; TRUSTEE | — |
| Mark A Zinman | TRUSTEE | — |
| Nicola Longmuir | TRUSTEE | — |
| Sara Lyn Delee Castille | TRUSTEE | — |
| HAYMAN JOHN STERRETT | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| WILDE VICKIE LYNN | CCO; CHIEF COMPLIANCE OFFICER | — |
| HARRIS MARIAN SIMS | CCO | — |
| HENKE DAWNALIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; OWNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | — |
| HENKE DAWN ELIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | — |
| LEWIS DONNA LYNN | EXECUTIVE VICE PRESIDENT | — |
| SALE MONICA LOUISE | SECRETARY | — |
| CASTILLE IAN ASHLEY | OWNER/SENIOR FINANCIAL ADVISOR; SENIOR FINANCIAL ADVISOR; TRUSTEE | — |
| ZINMAN DONNA LEWIS | SENIOR FINANCIAL ADVISOR; TRUSTEE | — |
| ZINMAN MARK A | TRUSTEE | — |
| LONGMUIR NICOLA | TRUSTEE | — |
| CASTILLE SARA LYN DELEE | TRUSTEE | — |